Concurrent Investment Advisors, LLC
Position in QDEF — FlexShares Quality Dividend Defensive Index Fund
CIK 2001015
Tampa, FL
All Filings in QDEF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 QDEF | $275,538 | 3,452 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 QDEF | $278,745 | 3,443 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 QDEF | $273,611 | 3,421 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 QDEF | $252,288 | 3,407 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 QDEF | $236,996 | 3,391 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 QDEF | $237,413 | 3,381 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||